What is the difference between OfficeConnect and a Report Template? Workday Adaptive Planning utilises a web browser, so it is helpful to be familiar with browser specific shortcuts. Workday Adaptive Planning is positioned as a Leader in Gartner's 2019 Magic Quadrant for Cloud FP&A Solutions. Note: At this time, MacOS does not support OfficeConnect. Open. Workday Adaptive Planning. Adaptive Planning Video and Images. Workday Adaptive Planning report and external report functions directly integrate planning and integration data with Excel, Word and PowerPoint. That's why we built world-class scale, speed, and flexibility into the modeling and forecasting capabilities of Workday Adaptive Planning-enterprise planning software anyone can use. Workday Adaptive Planning brings you real-time financial analytics and reporting to help you and your organization make better decisions, faster. NetSuite is the best cloud ERP solution out there, but once we integrated Workday Adaptive Planning it leveled up our planning & budgeting game. With it, you can build reports using OfficeConnect features, while making use of familiar Excel functionality. This will copy across the Adaptive elements and therefore allows you to interact with the OfficeConnect functions on the toolbar. This will copy across the Adaptive elements and therefore allows you to interact with the OfficeConnect functions on the toolbar. OfficeConnect; OfficeConnect Enhancements in 2021. Compare CCH Tagetik vs. Workday Adaptive Planning Tips & Tricks: Expand/Collapse Feature in OfficeConnect . Below are a handful of advanced features worth pointing out. Workday Adaptive Planning Login Pages. Workday Adaptive Planning for Sales can create capacity and quota plans for better sales revenue planning and predictability. The following article demonstrates some of the new and enhanced features in OfficeConnect. By: Chad Perry. Workday Adaptive Planning also provides a copy and paste function. Brought to you by Workday Adaptive Planning. But there is another great option for Excel reporting called a Report Template. We were already in contact with the Adaptive Insights / Workday Adaptive Planning support team. Using OfficeConnect we're able to take advantage of all that Microsoft Excel has to offer with layout, design, charting and calculations without giving up the single source of the . In a prior life, some of my students have had an 'aha' moment when learning about this feature within the Adaptive Insights application. Get started! . Then you will select the tab (s) from the Source file to merge with the Target file and press OK. And just like that, your files have been merged! Award-winning. How to install the Workday Adaptive Insights OfficeConnect Plug-in; How to install the Workday Adaptive Insights OfficeConnect Plug-in (Manual Method) This information is also provided in the ADP100 webcourse, which is a required course for all Adaptive Planning users. QMetrix Workday Adaptive Planning (Adaptive Insights) User Group. Workday Adaptive Planning Login Pages. Workday Adaptive Planning for Finance is a cloud-based corporate performance management software that provides everything you need to enable an active financial planning process. Watch this short video to get an overview of a typical variance report, see how to easily create a new report, and how to use OfficeConnect to combine data from Adaptive Planning with Microsoft Word, Microsoft Excel and Microsoft PowerPoint. Workday Adaptive Planning Tips & Tricks. Our alliance offerings unite the depth and breadth of Workday Adaptive Planning technology with Deloitte's collaborative approach, modeling accelerators and deep finance knowledge. Board and external reporting unified with Microsoft Office Workday Adaptive Planning board and external reporting capabilities integrate your planning and consolidation data directly with Excel, Word, and PowerPoint. Introducing Groups! Workday Adaptive Planning provides intuitive, self-service reporting for analysts, managers, and executives. Keywords: Workday Adpative Planning, Adpative Planning, Workday Planning, Reporting and Analytics We call that active planning. Workday Adaptive Planning also provides a copy and paste function. What is OfficeConnect? If the primary goal of your company is to increase sales performance or improve the intelligence of your sales department, Workday Adaptive Planning for Sales is a solution to look into. Using Workday Adaptive Planning, we've seen an ROI of close to $350,000 annually over a three-year period for over $1 . Adaptive OfficeConnect (also known as Workday Adaptive Planning OfficeConnect) is a Microsoft Office add-in for simplifying the creation of reports in Microsoft Office. That solution lies in the "Excel interface for planning" offering that is part of the recently announced Adaptive Suite 2016.2 product release. As these features have only recently been included in the latest release of OfficeConnect, users will need to make sure that they . Abaci is a premier NetSuite & Workday Adaptive Planning Solution Provider with deep knowledge in both business process and technology architecture. Compare price, features, and reviews of the software side-by-side to make the best choice for your business. There's no need Absolute vs Relative Time Many users of Workday Adaptive Planning utilize OfficeConnect for their Excel reporting. Grouping elements in OfficeConnect allows elements to dynamically reflect changes made to the model in the report. 2. Commonly used keyboard shortcuts: Open in new tab: Ctrl + Click. It works majorly in solving issues when particular challenges are faced suddenly within on premies of organization. OfficeConnect can be integrated with Adaptive Insights for real-time data updating. Easy to use and accessible from anywhere, Workday Adaptive Planning' performance management software empowers you and your team to better manage your business. Secure. The initial plan took over six months and went through the holiday season. Workday Adaptive Planning copy and paste. Revelwood's Workday Adaptive Planning training courses include Intro to Planning & Reporting, Adaptive Reporting & Intro to OfficeConnect. With Workday Adaptive Planning, Fairview was able to streamline reporting, analysis, and other FP&A processes to put what-if scenarios and key reporting capabilities into the hands of decision-makers. Workaround The planning platform enables organizations to plan smarter, report faster, and analyze better transforming business performance in ways you previously could only imagine. . Subscribe to the Workday Adaptive Planning Blog. Learn Adaptive Planning by taking training courses from Revelwood's seasoned, certified instructors. * *Unlimited integrations are included in pricing for mid-to-large-sized enterprises. But not all users will have access to OfficeConnect, depending on your organization. As the largest diversified post-acute healthcare provider in the U.S., Kindred at Home provides home care services to more than 350,000 patients from more than 600 community locations in 40 states. Adaptive OfficeConnect makes it easy to create high-quality reports, board books, and presentations with Microsoft Word, Excel, and PowerPoint. With full connectivity across Microsoft Word, Exel, and PowerPoint, your data flows from financial reports to board books . Many users of Workday Adaptive Planning utilize OfficeConnect for their Excel reporting. The software was previously known as Adaptive Insights OfficeConnect. Apply this thought process when building OfficeConnect reports. Reporting with Adaptive Insights / Workday Adaptive Planning OfficeConnect - best practice tips OfficeConnect is an add-on for Excel. . Microsoft® Office add-in. Save sheet/dashboard: Ctrl + Alt + S. It's easy to build our own reports and extract data to show how our sales planning model works under different scenarios. Explore Workday product insights, roadmaps, and customer experiences across planning, financials, analytics, and more. This week's Workday Adaptive Planning and Reporting Tip & Trick pertains a new feature in OfficeConnect introduced into the application in Workday Adaptive Release 2020R2 (September 2020.) Workday Adaptive Planning Tips & Tricks. All in one place. "With Workday Adaptive Planning for Finance and OfficeConnect, there is tremendous confidence that we have a much more accurate view of the business. Stop by the Workday booth (#4953) at NRF 2022 (January 16-18, 2022) to hear from Workday customers, connect with Workday executives, and see demos of Workday Financial Management, Workday Human Capital Management, Workday Spend Management, and Workday Adaptive Planning. Contact. Awarded Workday Adaptive Planning Top Partner for the last eight years, and most recently FY20 Global Solution Partner of the Year and Platinum Premiere Accredited Solution Provider.. It is a breeze to create and update management reports with real-time actuals, plans, and forecast. Enhanced knowledge. Learn more. Weare proud to be recognized as the leader in finance transformation by global market intelligence agencies, including Kennedy, IDC MarketSpace andGartner. Now I'm actually able to enjoy the holiday season with my family and am spending more time doing things that mean something to the company when at work, rather than just reporting and issuing outdated financial statements. So now let's make a better decision on getting Learned for the Course by joining us in Cloudfoundation. See why the Business Planning Cloud is the only solution that can give you a planning process that is comprehensive, continuous, and collaborative. Adaptive OfficeConnect (also known as Workday Adaptive Planning OfficeConnect) is a Microsoft Office add-in for simplifying the creation of reports in Microsoft Office. Here is the free download! Reporting with Adaptive Insights / Workday Adaptive Planning OfficeConnect - best practice tips OfficeConnect is an add-on for Excel. Learn more about Workday Adaptive Planning OfficeConnect: software that makes it easy to create high-quality reports, board books, and presentations with Microsoft Word, Excel, and PowerPoint. Benefit from our unrivalled expertise and delivery of Workday Adaptive Planning, combined with a track record in deploying Workday Human Capital Management and Financial Management. That's why, after exclusively implementing NetSuite for 10+ years, we started our own Workday Adaptive Planning practice. Workday Adaptive Planning Tips & Tricks: Expand/Collapse Feature in OfficeConnect. Looking Forward with Workday. Workday Adaptive Planning - Build OfficeConnect Reports from Existing Excel Files By: Chad Perry July 29, 2019 "Work smarter, not harder." This is a popular, useful saying in our world, and frankly it's one worth living by. Learned for the Microsoft Office suite, by integrating Planning as part of the organisation market intelligence agencies including! 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